Reaching Your Financial Goals
My Prosperity puts you in the fast lane toward reaching your financial goals. This innovative online platform is the perfect tool for those who have greater lifestyle aspirations. My Prosperity provides an improved ability to organise important documents required to make sense of your financial world.
My Prosperity puts everything in your financial world in one easily accessible, secure & organised place enabling you & your advisors to manage your financial documents, company records, investments, asset registers, loans, superannuation, wills, tax records, bank statements & insurances.
CHG Integrated Wealth offer a range of My Prosperity packages that can help you;
• Monitor your progress toward goals
• View future wealth projections
• Review your financial priorities
• More easily determine your capacity to make informed investment decisions
• Ensure you remain investment ready
• Track your wealth with monthly snapshots & summaries
• Receive a personalised financial action plan
• Access live data feeds and free valuations for property and vehicle assets
• Legally sign and exchange documents anywhere with digital document signing
Contact us for more information today.